Triad Investment Management
Latest statistics and disclosures from Triad Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WBD, GOOG, ROP, WTM, VGSH, and represent 32.13% of Triad Investment Management's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$5.8M), DHR, MAC, ROP, ASML, HEI.A, NXPI, WBD, MTBA, INTU.
- Started 9 new stock positions in MAC, NXPI, BINC, SIRI, MTBA, TSLX, HEI.A, ARCC, ASML.
- Reduced shares in these 10 stocks: CNNE, SLB, KMX, , KFY, , , , FI, CBRE.
- Sold out of its positions in AMPS, CNNE, KMX, CLAR, ENTG, FIS, GNRC, KFY, VAC, PR. Liberty Interactive Corp, SSNC, SLB, WFC, RIG.
- Triad Investment Management was a net buyer of stock by $18M.
- Triad Investment Management has $99M in assets under management (AUM), dropping by 19.79%.
- Central Index Key (CIK): 0001615717
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Portfolio Holdings for Triad Investment Management
Triad Investment Management holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Warner Bros Discovery Com Ser A (WBD) | 9.5 | $9.4M | +39% | 326k | 28.82 |
|
| Alphabet Cap Stk Cl C (GOOG) | 6.6 | $6.5M | +922% | 21k | 313.80 |
|
| Roper Industries (ROP) | 5.5 | $5.4M | +207% | 12k | 445.15 |
|
| White Mountains Insurance Gp (WTM) | 5.4 | $5.3M | +42% | 2.5k | 2077.87 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.2 | $5.2M | +17% | 88k | 58.73 |
|
| Danaher Corporation (DHR) | 5.0 | $4.9M | +668% | 22k | 228.92 |
|
| Visa Com Cl A (V) | 4.5 | $4.5M | +50% | 13k | 350.71 |
|
| Brown & Brown (BRO) | 4.4 | $4.3M | +48% | 54k | 79.70 |
|
| Thor Industries (THO) | 4.3 | $4.3M | +29% | 42k | 102.67 |
|
| Macerich Company (MAC) | 3.9 | $3.8M | NEW | 207k | 18.46 |
|
| Mediaalpha Cl A (MAX) | 3.6 | $3.6M | +10% | 275k | 12.95 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 3.3 | $3.3M | NEW | 3.0k | 1069.86 |
|
| Heico Corp Cl A (HEI.A) | 3.2 | $3.2M | NEW | 13k | 252.43 |
|
| American Express Company (AXP) | 3.0 | $3.0M | 8.1k | 369.95 |
|
|
| Cdw (CDW) | 3.0 | $2.9M | +81% | 22k | 136.20 |
|
| Gartner (IT) | 2.8 | $2.8M | +8% | 11k | 252.29 |
|
| Nxp Semiconductors N V (NXPI) | 2.8 | $2.7M | NEW | 13k | 217.06 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 2.6 | $2.6M | NEW | 52k | 50.41 |
|
| Oaktree Specialty Lending Corp (OCSL) | 2.6 | $2.6M | +8% | 201k | 12.74 |
|
| Intuit (INTU) | 2.5 | $2.5M | +478% | 3.8k | 662.42 |
|
| Hercules Technology Growth Capital (HTGC) | 2.0 | $2.0M | -4% | 104k | 18.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $1.9M | +45% | 3.9k | 502.65 |
|
| Solar Cap (SLRC) | 2.0 | $1.9M | +32% | 125k | 15.46 |
|
| Mohawk Industries (MHK) | 1.9 | $1.9M | +33% | 17k | 109.30 |
|
| Cbre Group Cl A (CBRE) | 1.7 | $1.6M | -37% | 10k | 160.79 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.6 | $1.5M | NEW | 29k | 52.77 |
|
| Johnson & Johnson (JNJ) | 1.1 | $1.0M | 5.1k | 206.95 |
|
|
| Watsco, Incorporated (WSO) | 0.8 | $824k | +215% | 2.4k | 336.95 |
|
| Fiserv (FI) | 0.6 | $637k | -62% | 9.5k | 67.17 |
|
| Ares Capital Corporation (ARCC) | 0.6 | $596k | NEW | 30k | 20.23 |
|
| Sixth Street Specialty Lending (TSLX) | 0.6 | $578k | NEW | 27k | 21.72 |
|
| Microsoft Corporation (MSFT) | 0.6 | $551k | -30% | 1.1k | 483.62 |
|
| S&p Global (SPGI) | 0.3 | $291k | -35% | 557.00 | 522.59 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.3 | $262k | NEW | 13k | 19.99 |
|
| Merck & Co (MRK) | 0.2 | $234k | -16% | 2.2k | 105.26 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $206k | 6.9k | 29.89 |
|
Past Filings by Triad Investment Management
SEC 13F filings are viewable for Triad Investment Management going back to 2018
- Triad Investment Management 2025 Q4 filed Jan. 16, 2026
- Triad Investment Management 2024 Q1 filed April 12, 2024
- Triad Investment Management 2023 Q4 filed Jan. 10, 2024
- Triad Investment Management 2023 Q3 filed Oct. 13, 2023
- Triad Investment Management 2023 Q1 filed July 11, 2023
- Triad Investment Management 2023 Q2 filed July 11, 2023
- Triad Investment Management 2022 Q4 filed Jan. 27, 2023
- Triad Investment Management 2022 Q3 filed Oct. 18, 2022
- Triad Investment Management 2022 Q2 filed July 18, 2022
- Triad Investment Management 2021 Q4 filed April 27, 2022
- Triad Investment Management 2022 Q1 filed April 27, 2022
- Triad Investment Management 2020 Q4 filed Jan. 20, 2021
- Triad Investment Management 2020 Q3 filed Nov. 9, 2020
- Triad Investment Management 2020 Q2 filed July 17, 2020
- Triad Investment Management 2020 Q1 filed May 12, 2020
- Triad Investment Management 2019 Q4 filed Jan. 13, 2020